JPM has reiterated an Overweight rating on $Meta Platforms, Inc.(META)$ with a price target of $820.
The call points to the new Muse AI agent as potentially the most widely used consumer AI app since OpenAI's ChatGPT, citing its user-friendly interface, generous free tier, and Meta's distribution advantage across social platforms with billions of daily users.
Sensor data shows Muse, launched on Sept. 8, hit about 2.5M downloads through Sept. 19, with roughly 557K DAUs. On $Apple(AAPL)$ iOS alone, its first 12 days produced 1.43M downloads, slightly ahead of ChatGPT's 1.37M over the same post-launch window.

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